801 Grand Ave
Des Moines, Iowa 50392-0001
Tel: 800-787-1621
PRINCIPAL REAL ESTATE, formally registered with the SEC as PRINCIPAL REAL ESTATE. The firm was established in 11/04/1999. They have over 16 offices throughout the country.
PRINCIPAL REAL ESTATE is a Des Moines, Iowa based Financial Planning firm with nearly $93,913,367,327 assets under management, offering retirement planning & investment advisory services to 643 clients. The firm is staffed with 645 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109008 |
SEC# | 801-55618 |
Assets Managed by Firm | $93,913,367,327 |
No. of Clients | 643 |
No. of Advisors | 645 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 643 | $93,913,367,327 |
Individuals (other than high net worth individuals) | 453 | $120,095,429 |
High net worth individuals | 34 | $81,068,925 |
Pension and profit sharing plans | 28 | $8,718,128,081 |
Charitable organizations | 2 | $351,589,474 |
Corporations or other businesses | 7 | $3,702,232,640 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$377,222,976,882 | 6824 | 1955 | |
$88,549,358,554 | 213 | 258 | |
$87,368,733,496 | 448526 | 3312 | |
$16,157,423,229 | 212836 | 383 | |
$12,105,712,948 | 54844 | 1349 |
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